KFS
Kaizen Financial Strategies’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
117,633
-694
| -0.6% | -$16.6K | 1.43% | 16 |
|
|
2025
Q1 | $2.72M | Sell |
118,327
-324
| -0.3% | -$7.46K | 1.57% | 16 |
|
|
2024
Q4 | $2.76M | Buy |
118,651
+81,590
| +220% | +$1.9M | 1.56% | 16 |
|
|
2024
Q3 | $2.61M | Buy |
37,061
+3,345
| +10% | +$235K | 1.51% | 17 |
|
|
2024
Q2 | $2.29M | Buy |
33,716
+12,279
| +57% | +$835K | 1.43% | 18 |
|
|
2024
Q1 | $1.42M | Buy |
21,437
+1,265
| +6% | +$83.8K | 0.96% | 22 |
|
|
2023
Q4 | $1.23M | Buy |
20,172
+169
| +0.8% | +$10.3K | 0.93% | 23 |
|
|
2023
Q3 | $1.1M | Buy |
+20,003
| New | +$1.1M | 0.93% | 24 |
|